SR
SR

Salvatore Renzo

30 Years of Experience
New York, NY
3 DisclosuresBroker

Salvatore Renzo is a registered investment advisor at A.G.P / Alliance Global Partners, based in New York, NY, with 30 years of industry experience. Salvatore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 6,959 clients with $2.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
128 advisors
Number of Clients
6,959 clients
Average Client Portfolio
$331K average
Assets Under Management
$2.3B

Fee Structure

Minimum Investment:$10K

A.G.P. charges a percentage of your portfolio each year, up to 3%. The exact fee is negotiable and will be outlined in your investment management agreement. Fees are payable quarterly in advance. A.G.P. may group related accounts to calculate your fee. A.G.P. also offers a wrap account with fees up to 2% annually, which includes advisory, brokerage, and custodial services.

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Location

590 Madison Avenue, 28th Floor, New York, NY, 10022

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2007
Denied
Customer Dispute
April 2000
Denied
Criminal
January 1999
Final Disposition
Other Business Activities

Salvatore is the president of RS Unlimited DBA The Reliance Group, dedicating full-time hours to the business. He is also a member of MSA Unlimited LLC, a real estate holding company, spending minimal time on clerical duties.

Employment History
Current Registrations
A.G.P / Alliance Global Partners
November 2019 - Present · 6 yrs 6 mos
A.G.P. / Alliance Global PartnersBroker
November 2019 - Present · 6 yrs 6 mos
Previous Registrations
Aegis Capital CORP.Broker
December 2014 - November 2019 · 4 yrs 11 mos
First Midwest Securities, INC.Broker
March 2011 - December 2014 · 3 yrs 9 mos
Ing Financial Partners, INC.Broker
July 2008 - March 2011 · 2 yrs 8 mos
Garden State Securities, INC.Broker
January 2005 - July 2008 · 3 yrs 6 mos
Oppenheimer & CO. INC.Broker
May 2002 - January 2005 · 2 yrs 8 mos
Ryan, Beck & CO., LLC.Broker
April 2002 - May 2002 · 1 mo
Gruntal & CO., L.L.C.Broker
June 2001 - May 2002 · 11 mos
Josephthal & CO., INC.Broker
September 1998 - June 2001 · 2 yrs 9 mos
M.S. Farrell & Company, INC.Broker
March 1998 - September 1998 · 6 mos
H.J. Meyers & CO., INC.Broker
September 1996 - March 1998 · 1 yr 6 mos
Gruntal & CO. IncorporatedBroker
August 1995 - August 1996 · 1 yr
Continental Broker-Dealer CORP.Broker
December 1994 - March 1995 · 3 mos
State Registrations19 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Salvatore Renzo - Financial Advisor | TrueAdvisor